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Franchise Businesses > Money Aspects

Money Aspects

Money Aspects
Address: 385 Hillington Road
Hillington Park
Glasgow
Postcode: G52 4BL
Email: enquiries@moneyaspects.co.uk
Telephone: 0141 891 5999
Website: http://www.moneyaspects.co.uk/
Franchises By Type: Business & Finance
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Description
Money Aspects was started by Andrew Singleton, who has worked in the financial services industry for the last 20 years, since 1986. Andrew is a qualified accountant and is ex Inland Revenue, and also a graduate from Strathclyde University, and he applies his knowledge and experience to Money Aspects – and has developed it to meet consumer needs.

The Money Aspects franchise is the first ever franchise available for independent financial advisers (IFA’s). It provides IFAs with an excellent platform to create and build their own business by way of a flexible and supportive working environment, and in so doing, provides the possibility of real earnings potential.

Our concept in evolving the franchise model in financial services is quite simple:

We aim to maximise the amount of time that IFAs actually spend in front of their clients (and prospective clients) and in so doing, give them a service that is second to none.

Your job is advising and that is what you should concentrate on, and we have come up with a solution that allows you to do this.

Our aim is to build up the name of Money Aspects to be respected as a name for quality advice, and all our systems have been evolved to ensure that the client gets a service that is second to none. If you look after clients and give them a quality service – you will keep them as clients, it’s as simple as that, and from our own statistics, we have seen that we retain some 98% of all our clients and from our client base, we get 60% of all our business each year from existing clients with 20% of new business being referrals from those clients.

If you give a service therefore – you will reap the rewards.

Who’s Ideal For us ?

You need to hold the CFP qualification to illustrate that you know the basics of financial services, and the MAQ qualification if you are intending to advise on mortgages. So ideally, new entrants to the franchise would have these qualifications, but if you don’t have them – you can still proceed with an application.

Ideally, applicants would have a good starting education, and be prepared to sit the exams needed before you could become a financial adviser. Money Aspects can provide some training and support in this period of your learning.

It would be helpful if you had some financial background – so if you have worked in the financial industry in some way – then this would be a helpful starting point.

You - The Adviser

Your time is a valuable commodity, and once spent, it is gone. When you are sitting at your desk, you are not earning – but when you are sitting in front of clients you are – and so the Money Aspects franchise focuses on getting you in front of clients more and more.

Some advisers we have come across can only spend one day a week or sometimes two – in front of clients, and the rest of the time is spent on marketing, admin, accounts etc – there are always reasons for sitting about doing nothing. Money Aspects aims to provide franchisees with the chance to spend close to 85% of their time in front of clients, advising; because they are advisers and not administrators.

The Money Aspects franchise has many benefits:
  • We do all of your administration - checking applications and sending them away, pushing policies through to completion and chasing commission;
  • We complete applications for term policies and mortgages online, meaning all you have to do is advise the client;
  • We do almost all of your compliance, leaving you with the simple task of completing suitability reports for business written;
  • Our IT help desk is available to help you with any queries you may have, or provide you with any training needs you may require;
  • We can also cater for those who have clients with specialist situations:
  • Pension Transfers - we have an authorised pension transfer specialist who can help you with those tricky cases; and
  • IHT Planning - we have a qualified accountant who is an ex-Inland Revenue employee who can help you with planning for a person's future and can create fully customised reports on demand. 
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